Trump Accounts + SPYM: Jumpstart your child’s financial future

¹ Bloomberg Finance, L.P., as of June 26, 2026. In the US there are four ETFs that passively track the S&P 500 with no leverage. Within this group SPYM’s expense ratio of 0.02% per year is the lowest. Peer group consists of SPYM, SPY, IVV, and VOO.
² Bloomberg Finance, L.P., as of June 26, 2026. In the US there are four ETFs that passively track the S&P 500 with no leverage. Within this group SPYM’s expense ratio of 0.02% per year is the lowest. Peer group consists of SPYM, SPY, IVV, and VOO.
³ The S&P 500 Index comprises market-capitalization-weighted stocks of the 500 largest publicly traded companies in the United States.
⁴ Morningstar, as of June 30, 2026. Based on rolling 1-year returns with a monthly step from January 1, 1970 through June 30, 2026, there were only 126 periods out of 666 (18%) where rolling 1-year returns were negative. Over the same time frame using rolling 5-year annualized returns with a 1-month step, there were only 54 periods out of 564 (9%) where rolling 5-year annualized returns were negative. Over the same time frame using rolling 10-year annualized returns with a 1-month step, there were only 24 periods out of 558 (4%) where rolling 5-year annualized returns were negative. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Index returns reflect all items of income, gain/loss, and the reinvestment of dividends and other income as applicable. Performance of an index is not illustrative of any particular investment. It is not possible to invest directly in an index.
⁵ Morningstar, as of June 30, 2026. For the long-term 40-year period from June 30, 1986 through June 30, 2026, the S&P 500 had an annualized total return of 11.26%.
⁶ This figure is presented as of March 31, 2026 and includes ETF AUM of $1,940.32 billion USD of which approximately $184.18 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited.
⁷ Bloomberg Finance, L.P., and Global ETF Research, as of March 31, 2026. Average 30-day notional dollar trading volume used to determine liquidity.
⁸ Bloomberg Finance, L.P., as of June 26, 2026. In the US there are four ETFs that passively track the S&P 500 with no leverage. Within this group SPYM’s expense ratio of 0.02% per year is the lowest. Peer group consists of SPYM, SPY, IVV, and VOO.

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Returns on investments in stocks of large U.S. companies could trail the returns on investments in stocks of smaller and mid-sized companies.

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